The Strategic Side of Investment Banking

Learn best practice in front office investment banking from experienced M&A professionals via book and course

Investment Banking University is an industry recognized senior banker development and career placement platform that helps you level up your career in the investment banking industry.

Join finance professionals who are using Investment Banking University to land new career opportunities in investment banking.

Introduction to Investment Banking University

Learn why it is important to develop senior banker level skills in addition to financial modeling & valuation skills

Book

The leading methodology for front office investment banking to learn the strategic side of investment banking.

Online Course

Learn strategic investment banking skillsets from the comforts of your home with our online courses.


Mentorship

Get the results you desire in your investment banking career by allowing us to align a solution to your career goals.

Hiring Partners

Partner with Investment Banking University to get access to graduates possessing a strategic investment banking skillset.

Investment Banking University's Curriculum

PART I: FRONT OFFICE INVESTMENT BANKING PROCESS

Chapter 1: Front Office Investment Banking Process

Chapter 2: Getting Started in M&A

Chapter 3: M&A as a Product

PART II: COVERAGE

Chapter 4: Coverage

Chapter 5: How to Choose Coverage

Chapter 6: The Lower Middle Market & Middle Market

Chapter 7: Index Building

Chapter 8: Coverage Reports & Marketing Material

Chapter 9: Financial Data Sources

PART III: MANDATE/TARGET MATCHING

Chapter 10: Mandate/Target Matching

Chapter 11: Identifying Strategic & Financial Buyers

Chapter 12: Identifying Targets

PART IV: ORIGINATION

Chapter 13: Origination

Chapter 14: Identifying Decision Makers

Chapter 15: The Cycle of Origination

Chapter 16: Pitching

Chapter 17: Strategic Management & the Investment Banker

Chapter 18: Aligning Strategic Alternatives to C-Level & Board Level Priorities aka Executive Alignment

PART V: FEE STRUCTURING & WINNING THE MANDATE

Chapter 19: Fee Structuring & Winning the Mandate

Chapter 20: Structuring the Fee

Chapter 21: M&A Fee Structure

Chapter 22: The Engagement Letter

PART VI: UNDERWRITING

Chapter 23: Underwriting

Chapter 24: Model Building Concepts

Chapter 25: Data Science & The Analyst Role

Chapter 26: Financial Modeling & Valuation Steps

Chapter 27: The Analyst Process

PART VII: PACKAGING

Chapter 28: Packaging

Chapter 29: The Teaser

Chapter 30: The Confidential Information Memorandum (CIM)

PART VIII: BUYER LIST

Chapter 31: Buyer List

Chapter 32: Buyer Profiles

Chapter 33: Tapping into the Buyer Database

Chapter 34: Outreach to Buyers

PART IX: DEAL STRUCTURING

Chapter 35: Deal Structuring

Chapter 36: Valuation Range & Deal Terms

Chapter 37: Dealing with Sellers in the Lower Middle Market/Middle Market

Chapter 38: Dealing with Buyers in the Lower Middle Market/Middle Market

PART X: M&A PROCESS

Chapter 39: M&A Process

APPLICATIONS

Chapter 40: How to Break into Investment Banking

Chapter 41: How to Land Your First Buy Side Relationship

Chapter 42: How to Land Your First M&A Engagement

Chapter 43: How to Build a Lower Middle Market/Middle Market M&A Practice Methodology

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ABOUT INVESTMENT BANKING UNIVERSITY

Investment Banking University provides leading training on Front Office Investment Banking to students, finance professionals, and independent M&A groups.

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